$50MM AUM | $500,000 GDC in San Francisco, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Francisco, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
30
Avg Client Age
58
Overview

Looking to purchase asset management businesses to expand.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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